Stoneleigh-Burnham School403(b)

Stoneleigh-Burnham School's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $12,293,080 across 202 participant accounts, with employer contributions averaging $2,490 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (1,712th of 2,726), and 1,955th of 3,091 in educational services. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has shrunk from 50 to 42 since 2022.